InsidersTradesSigma
Follow the Uwharrie Capital CORP stock price and the full management transaction log of the company, a publicly traded company based in United States. Shares are quoted on the US market, under the supervision of SEC (Form 4). Operating in the Finance & Banking sector, Uwharrie Capital CORP has logged 403 insider filings. Market capitalisation: €98.7m. The latest transaction was filed on 19 August 2026 (Cession). Among the most active insiders: Andrew Jason R. Every trade is accessible without an account.
403
Insider Decl.
n/a
Thresholds
€78,920
9 ops.
Buy Volume
€89,095
1 ops.
Sell Volume
30Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 499 of 29,063 companies
84.6
score / 100
Value85
Quality85
FCF yld8.4%
Earn yld11%
EV/EBITDA·
ROE18%
Gross mgn·
Net mgn22%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 19 August 2026
Declarations403 total
6,981 shares@ US$14.78Common Stock (Held jointly with Spouse)SEC:0001193125-26-356469:0
74 shares0Common Stock (Held jointly with Spouse)SEC:0001193125-26-337598:0
74 shares0Common StockSEC:0001193125-26-337598:1
74 sharesCommon StockSEC:0001193125-26-288211:0
74 sharesCommon Stock (Held jointly with Spouse)SEC:0001193125-26-288211:1
132 sharesCommon Stock (Held jointly with Spouse)SEC:0002136655-26-000002:0
132 sharesCommon Stock (Held by Self)SEC:0002137107-26-000004:0
132 sharesCommon Stock (Held as Trustee for Robert O Bratton Rev Tr)SEC:0001187072-26-000005:0
132 sharesCommon Stock (Held by Self TOD Spouse)SEC:0001963645-26-000002:0
132 sharesCommon Stock (Held by Self)SEC:0001739319-26-000002:0
132 sharesCommon Stock (Held by Self)SEC:0001232195-26-000004:0
132 sharesCommon Stock (Held jointly with Spouse)SEC:0001927454-26-000002:0
132 sharesCommon Stock (Held by Self)SEC:0002136647-26-000002:0
132 sharesCommon Stock (Held jointly with Spouse)SEC:0001774363-26-000002:0
132 sharesCommon Stock (Held jointly with Spouse)SEC:0001739282-26-000002:0
458 shares0Common Stock (Held as Trustee for The Senter Living Trust)SEC:0001193125-26-103396:0
1,376 shares0Common Stock (Held jointly with Spouse)SEC:0001193125-26-101413:0
917 shares@ US$10.9010.6% of flowCommon Stock (Held by Self)SEC:0001193125-26-089314:0
458 shares@ US$10.9018.8% of flowCommon Stock (Held by Self TOD Son)SEC:0001193125-26-089288:0
1,834 shares@ US$10.9017.1% of flowCommon Stock (Held jointly with Spouse)SEC:0001193125-26-089218:0
1,376 shares@ US$10.9017.6% of flowCommon Stock (Held jointly with Spouse)SEC:0001193125-26-089160:0
1,376 shares@ US$10.9018.9% of flowCommon Stock (Held jointly with Spouse)SEC:0001193125-26-089117:0
917 shares@ US$10.9014.9% of flowCommon Stock (Held by Self TOD Spouse)SEC:0001193125-26-089340:0
458 shares@ US$10.9018.8% of flowCommon Stock (Held by Self)SEC:0001193125-26-089301:0
458 shares@ US$10.9018.8% of flowCommon Stock (Held as Trustee for The Senter Living Trust)SEC:0001193125-26-089292:0
25 of 403 declarations
关于 Uwharrie Capital CORP
Uwharrie Capital Corp 是一家美国社区银行控股公司，总部位于美国北卡罗来纳州阿尔伯马尔。该公司的股权在OTCQX市场以股票代码UWHR报价，而非在纽约证券交易所或纳斯达克上市。其历史可追溯到1983年，当时Bank of Stanly获得特许经营权；1984年在阿尔伯马尔开始运营。Uwharrie Capital Corp于1993年成立，作为银行控股公司，其银行子公司后来于2013年更名为Uwharrie Bank。这段悠久的运营历史赋予了该特许经营权在当地的深厚根基和在其核心市场的强大传承。（[sec.gov](https://www.sec.gov/Archives/edgar/data/898171/000095017025034396/uwhr-20241231.htm?utm_source=openai)） 该集团的商业模式围绕关系型银行和多元化但仍以社区为中心的金融服务平台构建。通过Uwharrie Bank，它提供存款账户、商业贷款、消费贷款、住房抵押贷款、房屋净值贷款、保险箱以及数字银行/现金管理服务。除了传统银行服务，该公司还通过Uwharrie Investment Advisors运营，提供投资咨询和资产管理服务，并通过与保险和经纪业务相关的传统子公司运营。这种组合使公司能够深化客户关系，同时为以利差为核心的银行模式增加基于费用的收入流。（[uwharrie.com](https://www.uwharrie.com/about-us/investors/)） 在竞争方面，Uwharrie 将自己定位为一家本地的、服务导向的机构，而非一家规模驱动的全国性参与者。管理层反复强调其社区银行理念、本地决策以及对客户关系的关注而非交易量。该银行的业务范围集中在北卡罗来纳州，在那里它经营着大约十家分支机构，服务于家庭、小型企业和当地商业借款人。这种区域性重点在客户亲密度和存款稳定性方面可能是一个优势，尽管它也将业绩与当地经济状况和房地产周期紧密联系在一起。（[sec.gov](https://www.sec.gov/Archives/edgar/data/898171/000095017025034396/uwhr-20241231.htm?utm_source=openai)） 近期披露的信息显示，运营环境相当健康。在2025年年度会议上，管理层报告称，截至2024年12月31日，合并资产约为1.13 billion美元，净收入为9.9 million美元，净息差有所改善，贷款增长，资本和流动性水平高于监管要求。管理层还表示，贷款增长是由其社区的活动推动的，财富管理业务达到了历史新高。此外，投资者关系页面确认年度股东大会定于2026年5月19日举行，这突显了持续的公司参与和积极的报告。（[uwharrie.com](https://www.uwharrie.com/about-us/investors/annualmeeting/transcript/)） 对于讲法语的投资者而言，Uwharrie Capital Corp 应被视为一家小型区域性美国银行特许经营公司，其业务集中在北卡罗来纳州，提供利息收入和收费型金融服务，并秉持保守的社区银行理念。其吸引力在于关系型银行、本地市场知识和资本纪律，而其风险状况仍与区域信用质量、利率动态和存款竞争相关。（[uwharrie.com](https://www.uwharrie.com/about-us/investors/annualmeeting/transcript/)）
